Independent Financial Adviser – Burgess Hill (Hybrid / Remote)
Step into a high-potential advice role with an existing HNW client bank
Are you an experienced Independent Financial Adviser looking to accelerate your growth with real, tangible support? This is a rare opportunity to join a highly respected, planning-led wealth management firm offering you the chance to inherit an established portfolio of High Net Worth clients from day one.
Salary £50,000 - £80,000
You’ll benefit from full paraplanning and admin support, robust marketing resources, and the credibility of a trusted national brand. With £80,000-£100,000 first-year earnings potential and circa £140,000 by Year 3, this role offers both short-term reward and long-term career planning.
Why This Opportunity Stands Out:
- Existing HNW Client Bank: Step into an immediate book of affluent clients, ready to be nurtured and grown.
- Hybrid/Remote Flexibility: Work from home or regional offices, while conducting face-to-face client meetings as needed.
- Full Admin & Paraplanning Support: Focus on advice, not paperwork.
- Marketing & Business Development Help: Company-led lead generation plus support to grow your network.
Your Role:
- Deliver comprehensive financial planning across pensions, investments, tax, and protection using the Six-Stage Advice Process.
- Proactively manage and grow an inherited HNW client book.
- Develop new business through referrals, introducers, and marketing initiatives.
- Maintain long-term client relationships with regular reviews and tailored strategies.
- Use digital tools and tech platforms to work efficiently and communicate effectively.
What You’ll Bring:
- Diploma in Regulated Financial Planning (or FCA-approved equivalent)
- Active CF30 status (or the ability to gain it quickly)
- Strong interpersonal skills and a genuine client-first approach
- Experience managing and growing a book of HNW clients
- Ambition and self-motivation to build a sustainable advice career
Ready to fast-track your earnings and step into a warm client bank?
Apply today to discuss this flexible and rewarding opportunity.